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Schwab U.S Small- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
451
Financial Synergies Wealth Advisors
Texas
$956K +$189 +8 +0%
ASW
452
Astoria Strategic Wealth
Texas
$955K -$85.7K -3,630 -8%
AR
453
Apeiron RIA
Texas
$949K -$178K -7,520 -15%
WBCM
454
Wilson & Boucher Capital Management
California
$948K +$18.9K +802 +2%
BWM
455
Boyd Wealth Management
California
$943K +$521K +22,074 +124%
GCA
456
Gradient Capital Advisors
California
$930K +$132K +5,610 +17%
ASN
457
Advisory Services Network
Georgia
$928K +$38.3K +1,624 +4%
TCM
458
Twele Capital Management
Minnesota
$923K -$14.9K -632 -2%
FWP
459
FAS Wealth Partners
Kansas
$917K +$34.7K +1,468 +4%
KAS
460
Kestra Advisory Services
Texas
$916K +$26.2K +1,110 +3%
WT
461
Whittier Trust
California
$912K +$78.1K +3,308 +9%
BCM
462
Boltwood Capital Management
California
$900K +$260K +11,030 +41%
BlackRock
463
BlackRock
New York
$886K +$55.8K +2,364 +7%
IFS
464
Ifrah Financial Services
Arkansas
$884K -$31.3K -1,326 -3%
MWM
465
Maripau Wealth Management
Indiana
$881K +$131K +5,536 +16%
RPG
466
Resource Planning Group
Georgia
$877K +$7.03K +298 +0.8%
JWS
467
Juncture Wealth Strategies
Arizona
$877K +$203K +8,602 +30%
ACG
468
Allen Capital Group
Nebraska
$872K -$90.4K -3,830 -9%
SAM
469
S.A. Mason
Michigan
$863K +$4.53K +192 +0.5%
OCM
470
One Capital Management
California
$862K -$9.21K -390 -1%
BCM
471
Brookstone Capital Management
Illinois
$857K -$729K -30,896 -45%
WP
472
WealthSource Partners
California
$846K +$329K +13,956 +64%
JAG
473
Journey Advisory Group
Kentucky
$834K +$5.52K +234 +0.7%
YWP
474
YorkBridge Wealth Partners
New York
$834K +$194K +8,216 +30%
CG
475
Colony Group
Massachusetts
$829K -$22.6K -958 -3%